智通财经APP获悉，建银国际发布研报称，认为时代电气(03898)前景良好，将盈利预期上调6%-13%，并将评级从“中性”上调至“跑赢大市”，将目标价从28.6港元上调66%至47.6港元。
该行表示，股价回档是买入良机。尽管受补贴减少和轨道交通设备交付时间不佳的影响，时代电气2025年首9个月净利润增长低于市场预期，但该行认为集团依然取得了高品质的业绩。该行指，时代电气在新兴设备业务方面投入巨资进行业务转型，目前该业务进展顺利，得益于新产品的成功，及在新能源汽车和电力传输领域市场份额的增长。
智通财经APP获悉，建银国际发布研报称，认为时代电气(03898)前景良好，将盈利预期上调6%-13%，并将评级从“中性”上调至“跑赢大市”，将目标价从28.6港元上调66%至47.6港元。
该行表示，股价回档是买入良机。尽管受补贴减少和轨道交通设备交付时间不佳的影响，时代电气2025年首9个月净利润增长低于市场预期，但该行认为集团依然取得了高品质的业绩。该行指，时代电气在新兴设备业务方面投入巨资进行业务转型，目前该业务进展顺利，得益于新产品的成功，及在新能源汽车和电力传输领域市场份额的增长。
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